Investor Wealth PTY Ltd. 53 A'Beckett Street, Melbourne, Victoria 3000

Welcome to Investor Wealth PTY Ltd., located at 53 A'Beckett Street in Melbourne, Australia. As a leading accounting, establishment, and finance institution, we are dedicated to helping individuals make the most of their financial journey.

At Investor Wealth, we understand that retirement should be a well-deserved reward for a lifetime of hard work. With retirement potentially lasting 30 plus years, ensuring your money lasts is crucial. That's why building wealth through your superannuation has become a vital tool in securing financial security in retirement.

We believe that a wealth accumulation plan should be an essential part of everyone's financial planning. Our experienced team specializes in complex structured planning to provide you with the best opportunity to accumulate wealth over the long term.

Managing risk is also a crucial aspect of financial planning. We understand that addressing risk management can be uncomfortable, but it is important to protect your family's finances. Our experts can help you put in place appropriate personal risk insurance cover.

Moving into an age care facility can be a challenging time for individuals and their loved ones, both emotionally and financially. We offer guidance and support to navigate this transition, ensuring that you and your family are financially prepared.

If you are seeking complete choice and control over your superannuation investments, establishing your own self-managed superannuation fund (SMSF) may be the right option for you. Our team can guide you through the process and help you make informed decisions.

Understanding the various types of Centrelink benefits available to pre-retirees and retirees can be overwhelming. Investor Wealth has the expertise to assess your eligibility for Centrelink Benefits and provide you with the necessary information.

Receiving a redundancy can be difficult, but it is crucial to make the correct financial decisions to minimize tax. Our advisers will help you understand the various components and tax implications, ensuring you make informed choices.

At Investor Wealth, we pride ourselves on our personalized service and attention to detail. Our clients have expressed their utmost trust and confidence in our advisers, making us a trusted "family affair" for generations.

Our office in A'Beckett Street is conveniently located just a 5-minute walk from Melbourne Central Station. The comfortable reception area and well-equipped meeting room reflect our professionalism and commitment to providing a welcoming environment.

Don't just take our word for it - our satisfied clients have shared their positive experiences with our advisers. They appreciate the stress-free financial advice and expert strategies provided by our team.

Whether you are a married couple, a retiree, or a pre-retiree, Investor Wealth is dedicated to looking after your financial well-being. We provide good advice, monitor your investments, and keep in touch with you if changes are required.

To schedule an appointment, please call our office at (03) 9663 9595. Our friendly staff will ask a few brief questions about the services you require and book you in for an initial consultation, which is generally free of charge. Any further fees will be discussed during the consultation.

If you're using public transportation, the nearest train station is Melbourne Central Railway Station. From there, continue north on Swanston Street and turn left into A'Beckett Street. If you prefer trams, the nearest stops are on the corner of Swanston Street and La Trobe Street, or the corner of Elizabeth Street and La Trobe Street.

While we do not have a private car park, there is metered street parking available near our office.

We would love to hear from you and see how we can help you on your financial journey. Contact Investor Wealth PTY Ltd. today and experience our personalized service and expertise.